Smart Portfolios, LLC Schwab Strategic Tr Us Large C Transaction History
Smart Portfolios, LLC
- $91.2 Million
- Q3 2024
A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Portfolios, LLC holds 8,595 shares of SCHV stock, worth $231,033. This represents 0.76% of its overall portfolio holdings.
Number of Shares
8,595
Previous 8,595
-0.0%
Holding current value
$231,033
Previous $636,000
8.49%
% of portfolio
0.76%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
844Shares Held
133MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$524 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$326 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$289 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$130 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$114 Million0.81% of portfolio